Brokerage

Build your portfolio with full access to our tools and info. See all brokerage accounts.

Brokerage Account

Invest in what you want, whenever you want

Take on the market with our full suite of investments, along with E*TRADE's innovative tools, people, and experience.

E*TRADE Pro2

Take control with our most powerful tools

Designed for active traders, this account offers access to our professional-grade market data, idea-generating tools, and more.

Futures Trading Account

Built and priced specifically for futures traders

Get access to every major futures exchange, with tools, professional assistance, and pricing that’s tailored to futures trading.

Retirement

Invest in your future. See all retirement accounts.

Traditional IRA

Potential tax-deductible contributions

Save for your retirement with tax-deductible contributions and tax-deferred growth potential.

Roth IRA3

Tax-free growth potential with tax-free future withdrawals on qualified distributions

Save for retirement with valuable tax advantages, including the ability to withdraw contributions at any time tax- and penalty-free.

 

Rollover IRA

Take control of your retirement savings

Moving an old 401(k) into a new IRA may lower your fees and give you greater control over your financial future.

Managed account solutions

Professional management from E*TRADE Capital Management. See all managed account solutions.

Adaptive Portfolio

The self-adjusting portfolio.

Get an online managed portfolio that is customized, diversified, and automatically rebalanced as necessary to help you stay on track. Get started with a $10,000 initial investment ($5,000 for Roth or Traditional IRAs).

Managed Investment Portfolios

Managed accounts with low initial investment minimum

Financial Consultants work with you to select a diversified Managed Investment Portfolio built around your needs. Get started with a $25,000 initial investment.

Unified Managed Account

Get a customized portfolio of individual securities

Get a professionally chosen, professionally managed portfolio of stocks, mutual funds, and/or ETFs from E*TRADE Capital Management. Get started with a $150,000 initial investment.

Small business retirement

Trade, invest, and offer retirement benefits to your employees. See all small business retirement accounts.

Individual & Roth Individual 401(k)

Retirement savings for the self-employed

This plan gives self-employed individuals (with no employees other than a spouse) the ability to maximize their retirement savings.

SEP IRA

Plan for small businesses and self-employed individuals

For small business owners or self-employed people, the Simplified Employee Pension IRA may be a low-cost path to tax-deferred retirement savings.

SIMPLE IRA

A retirement plan similar to a 401(k) 

A SIMPLE IRA is an easy, inexpensive plan for businesses with less than 100 employees.

Brokerage

Build your portfolio, with full access to our tools and info.
 

Brokerage Account

Invest in what you want, whenever you want

Take on the market with our full suite of investments, along with E*TRADE's innovative tools, people, and experience.

Futures Trading Account

Built and priced specifically for futures traders

Get access to every major futures exchange, with tools, professional assistance, and pricing that’s tailored to futures trading.

Coverdell ESA

Invest in a child's future

A Coverdell Education Savings Account helps you save for qualified primary, secondary, and post-secondary educational expenses.

Custodial Account

Help build a child’s future

An account managed by a parent or other custodian for the benefit of a minor.

Trust and Estate Account

A full toolkit for trust and estate administrators

A brokerage account managed by an executor, conservator, or trustees, for the benefit of a trust or estate.

E*TRADE Pro2

Take control with our most powerful tools

Designed for active traders, this account offers access to our professional-grade market data, idea-generating tools, and more.

Investment Account for Corporations

Business-grade tools and research

This brokerage account gives corporations access to our powerful research, trading and cash-management features.

Investment Club Account

Invest in the markets, bring your friends

Explore the market with your friends—our tools make it easy to pool your assets and collaborate on investment decisions.

Retirement

Invest in your future.

Rollover IRA

Take control of your retirement savings

Moving an old 401(k) into a new IRA may lower your fees and give you greater control over your financial future.

Roth IRA3

Tax-free growth potential with tax-free future withdrawals on qualified distributions

Save for retirement with valuable tax advantages, including the ability to withdraw contributions at any time tax- and penalty-free.

Traditional IRA

Potential tax-deductible contributions

Save for your retirement with tax-deductible contributions and tax-deferred growth potential.  

Beneficiary IRA

Keep inherited retirement assets tax-deferred until distributed

If you’ve inherited IRA assets, this account may be a good way to protect and preserve your assets.

E*TRADE CompleteTM IRA

Fast, easy IRA withdrawals for investors over 59 1/2

Upgrade your current E*TRADE IRA for more flexibility and convenience, with a range of free cash management features.4,5

IRA for Minors

For children under 18 with earned income

A Traditional or Roth IRA, managed by a parent or legal guardian for the benefit of a minor who has earned income.

Managed account solutions

Tap into professional money management from E*TRADE Capital Management.

Adaptive Portfolio

The self-adjusting portfolio.

Get an online managed portfolio that is customized, diversified, and automatically rebalanced as necessary to help you stay on track. Get started with a $10,000 initial investment ($5,000 for Roth or Traditional IRAs).

Managed Investment Portfolios

Managed accounts with low initial investment minimum

Financial Consultants work with you to select a diversified Managed Investment Portfolio built around your needs. Get started with a $25,000 initial investment.

Unified Managed Account

Get a customized portfolio of individual securities

Get a professionally chosen, professionally managed portfolio of stocks, mutual funds, and/or ETFs from E*TRADE Capital Management. Get started with a $150,000 initial investment.

OneStop Rollover IRA

Let E*TRADE Capital Management manage your IRA

Roll over an old 401(k) and automatically invest into Adaptive Portfolio, customized to your needs. Get started with a $10,000 initial investment.

Fixed Income Separately Managed Account

Get a customized bond portfolio

Financial Consultants help you select a bond portfolio that’s professionally managed and tailored to your needs. Get started with a $250,000 initial investment.

Small business retirement

Offer retirement benefits to your employees.
 

Individual and Roth Individual 401(k)

Retirement investing for the self-employed

This plan gives self-employed individuals (with no employees other than a spouse) the ability to maximize their retirement savings.

SIMPLE IRA

A retirement plan similar to a 401(k)

A SIMPLE IRA is an easy, inexpensive plan for businesses with less than 100 employees.

Simplified Employee Pension IRA

Plan for small businesses & self-employed individuals

For small business owners or self-employed individuals, the Simplified Employee Pension IRA may be a low-cost path to tax-deferred retirement savings.

Profit-Sharing Plan

A flexible plan for small businesses

This plan lets small business employers make discretionary, deductible contributions to their employees' retirement savings.

Investment-Only (Non-Custodial) Account

A retirement plan with flexible investment choices

If you have your own plan administrator, this account provides a trading platform to help invest funds and manage the program.

Account FAQs

See all FAQs

How do I open an account?

Online

  1. Choose the type of account you want to open.
  2. Complete our secure, easy online account application.
  3. For bank and brokerage accounts, you can either fund your account instantly online or mail in your initial deposit.


By Phone

Call 1-800-ETRADE-1 (1-800-387-2331)



By Mail

  1. Download an application and then print it out.
  2. Complete and sign the application, and send it with a check made payable to E*TRADE Securities or E*TRADE Bank (depending on the type of account you're opening) to the appropriate address.

How do I check on the status of an application?

Simply call us at 1-800-ETRADE-1 (1-800-387-2331).

When can I start trading after I open an account?

You can start trading within your brokerage or IRA account after you have funded your account and those funds have cleared.

Can I roll over my 401(k) to E*TRADE?

Yes, you can roll over your 401(k) or other employer-sponsored plan to an E*TRADE IRA. Follow our rollover checklist below to start the process:

1. Open a Rollover or Roth IRA online, if you don’t already have an IRA.

2. Complete all distribution forms required by your former employer.

For rollovers via check:

Instruct the plan administrator to issue a distribution check made payable to: E*TRADE Securities, FBO <Your Name>

If rolling over to a Rollover IRA:

Make sure your Rollover IRA account number is included on the check.

If rolling over to a Roth IRA:

Make sure your Roth IRA account number is included on the check.

Instructions should be attached to the check if it is to be split between a Rollover IRA and a Roth IRA.

Instruct the plan administrator to mail the check to:

E*TRADE Securities LLC
PO Box 484
Jersey City, NJ 07303-0484

If your plan administrator sends you the check, simply forward it along with an IRA Deposit Slip to E*TRADE at the address above.

For securities rollovers:

Instruct the plan administrator to forward securities to DTC Clearing 0385, Code 40.

Or, if the plan administrator wants to mail certificates, make sure the certificates clearly indicate your E*TRADE Rollover or Roth IRA account number and are registered to the following:
E*TRADE Securities, FBO <Your Name>

Instruct the plan administrator to mail the certificates to:

E*TRADE Securities LLC
PO Box 484
Jersey City, NJ 07303-0484

3. Once your assets arrive, let us help you put your retirement assets to work. You can invest your IRA using My Virtual Advisor, free tools, research and screeners, or you can work with one of our investment professionals to help you create a retirement strategy and provide unbiased investment recommendations.

How do I fund an account?

Choose the method that works best for you. Click here for instructions

  1. Transfer Money Electronically - Use our Transfer Money service to transfer within 3 business days
  2. By Check - You can easily deposit many types of checks
  3. By Wire Transfer - Wire transfers are fast and secure
  4. Transfer an Account - Move an account from another firm